RJ & Co Tax Accounting
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    Individual Tax Return with Investment Income

    Before you proceed, please click here for a list of common work-related deductions and tax saving strategies to help you maximise your tax refund. 

    Personal details

    Bank account and interest income
    

    If you have additional employments, please provide details in the comment box below. 

    Employment income

    Gross income is income per PAYG payment summary including PAYG withholding tax
    Gross income is income per PAYG payment summary including PAYG withholding tax
    Gross income is income per PAYG payment summary including PAYG withholding tax
    Please provide other income and deduction as shown on your PAYG payment summary
    Please provide other income and deduction as shown on your PAYG payment summary
    Please provide other income and deduction as shown on your PAYG payment summary
    For additional employment, please provide details in the comment box below. 

    Employment-related deductions

    For additional deductions, please provide details in the comment box below.

    Investment income and deductions

    For example: rental property, dividend and shares, managed investment trusts.
    Name of investment or address if rental property.
    For additional employment, please provide details in the comment box below. 
    Please provide details of investment income and amount. (e.g. Rental income, sale proceeds of the investment)
    Please provide details of investment deductions and amount. (e.g. Rental deductions, dividend and interest deductions)

    Medicare and private health insurance

    Spouse's details

    Comment

    Supporting documents

    Should you have additional supporting documents, please zip the file and upload. Alternatively, you can email them to info@rj-co.com.au.
    I hereby certify that the above information is correct to the best of my knowledge and I acknowledge the substantiation declaration. I hereby authorise RJ & Co Tax Accounting to prepare and lodge tax return on my behalf.
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